Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

DUFF & PHELPS UTLITY AND INF (DPG)

75 + Investors. Track Smart Money conviction in DPG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
68%

Smart Money Signals — DPG

Based on 76 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
76 hedge funds hold DPG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 68% buying

50 buying23 selling
Last quarter: 50 funds were net buyers (12 opened a brand new position + 38 added to an existing one). Only 23 were sellers (11 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 11 → 12 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 30% medium ■ 17% new
40 out of 76 hedge funds have held DPG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~12 new funds/quarter

9 → 13 → 11 → 12 → 12 new funds/Q
New funds entering each quarter: 13 → 11 → 12 → 12. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 59% of holders stayed 2+ years

■ 59% veterans ■ 16% 1-2yr ■ 25% new
Of 76 current holders: 45 (59%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
13 of 76 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in DPG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — DPG

In 2025 Q4, 50 hedge funds were net buyers of DPG (12 opened a new position, 38 added to an existing one), while 23 reduced or exited (11 trimmed, 12 sold completely) — a 68% buyer ratio, indicating clear institutional accumulation. 44% of total institutional value in DPG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 76.

Hedge Fund Ownership: DPG

How many hedge funds hold DPG — quarterly history vs. share price
Quarterly hedge fund ownership of DPG vs. share price

Market Analysis: DPG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DPG

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: DPG
2026 Q1 Stats Unlock in 4 days 75 + Investors

Track Smart Money conviction in DPG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 75 75 -
13F Shares 10M 11M -2.22%
Total Value $127M $136M -6.31%
New Positions 12 11 +1
Increased Positions 37 31 +6
Closed Positions 12 8 +4
Reduced Positions 11 19 -8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DPG

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

75 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DPG. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of DPG — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Thomas J. Herzfeld Advisors, Inc. 1.92% 391,497 $5.7M
2 Closed-End Fund Advisors, Inc. 0.61% 41,769 $603K
3 Bulldog Investors, LLP 0.57% 176,130 $2.5M
4 United Advisor Group, LLC 0.55% 309,774 $4.5M
5 Elm3 Financial Group, LLC 0.39% 32,251 $466K
6 CASCADE INVESTMENT GROUP, INC. 0.32% 33,750 $487K
7 Advisors Asset Management, Inc. 0.26% 1,086,566 $15.7M
8 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.25% 120,570 $1.7M
9 Karpus Management, Inc. 0.24% 533,200 $7.7M
10 DECISION INVESTMENTS, INC 0.19% 11,650 $168K
11 Quantedge Capital Pte Ltd 0.18% 22,400 $323K
12 Wealth Advisors of Tampa Bay, LLC 0.15% 32,000 $462K
13 J.W. COLE ADVISORS, INC. 0.12% 243,330 $3.5M
14 Catalina Capital Group, LLC 0.12% 13,732 $198K
15 Almitas Capital LLC 0.07% 22,565 $326K
16 Saba Capital Management, L.P. 0.07% 172,750 $2.5M
17 Hennion & Walsh Asset Management, Inc. 0.04% 86,836 $1.3M
18 CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 0.04% 35,868 $518K
19 Zimmer Partners, LP 0.04% 107,700 $1.6M
20 NWAM LLC 0.03% 35,712 $516K
21 Pathstone Holdings, LLC 0.03% 490,161 $7.1M
22 Hilton Head Capital Partners, LLC 0.03% 3,384 $49K
23 SeaCrest Wealth Management, LLC 0.02% 15,112 $218K
24 WOLVERINE ASSET MANAGEMENT LLC 0.02% 151,099 $2.2M
25 GS Investments, Inc. 0.02% 2,000 $29K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — DUFF & PHELPS UTLITY AND INF (DPG)

What does the Smart Money Trend signal show for DPG?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for DPG?

More buyers than sellers — 68% buying: Last quarter: 50 funds were net buyers (12 opened a brand new position + 38 added to an existing one). Only 23 were sellers (11 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DPG holders?

Elite ownership — 44% AUM from top-100 funds: 13 of 76 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in DPG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held DPG?

53% of holders stayed for 2+ years: 40 out of 76 hedge funds have held DPG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.